Tip #1436: Change the Default Duration Value of the Time Entry in Dynamics 365 Project Operations

Love the tips from Linn because they are short and precise. Unlike me, he does not beat around the bush and goes for jugular: “if you need X do Y or go home”. Today’s tip is no exception even though I know bupkis about Project Ops. When the new Time Entry is created in Dynamics 365 […]

Tip #1419: Dual-write 404 error when metadata contains special characters

Two giraffes looking in the opposite directions illustrating the dual-write concept

As Power Platform extends its reach beyond the realms of Dynamics 365 (CRM/CE/etc) and SharePoint, we’re starting to see some interesting integration challenges from Dataverse big brother – Finance and Operations. Today’s tip is from Parth Bhaidani. (Hey, you can have your name published here too – just drop your sizzling tip into jar@crmtipoftheday.com!) Dual-write […]

Tip #1385: Can not see environment

Shanghai covered in smog

The administrator gave me a role in a Power Platform/Dynamics 365 environment, but I cannot see that environment in the environment selector from make.powerapps.com or the Power Platform Admin Center. Lots of people lately So if you cannot reach an environment after being granted access to it, I’ve discovered the following seemingly fool-proof method of […]

Tip #1365: Dynamics 365 App for Outlook checker

Checkers are everywhere. It used to be a game immortalized for me by Segura and Wormold in Our Man in Havana. Nowadays it’s ubiquitous software that just keeps poking their nose into the intricate world of citizenmanship. We have Power Apps checker, Flow checker, Solution checker, Portal checker, Power BI checker (phew, got carried away […]

Tip #1364: Customizing opportunity close status reasons

A-side label of "Pictures of Matchstick Men" by Status Quo; UK vinyl release

So you followed tip 1290 and you customized your opportunity close form. Great! But now that you did that, users don’t see all of the win/lose status reasons to select when closing the opportunity. What’s up with that? First thing to remember is that the custom opportunity close is a quick create form for a […]

Tip #1360: Customizing the activity timeline

Timeline of the universe. A representation of the evolution of the universe over 13.77 billion years.

You migrate data to Dynamics 365/Common Data Service and in the migration, you close activities. After the migration, the activity timeline shows the migration account in the top line of every activity. Say you want to have the timeline display something other than the account who closed the task. How do you customize this layout? […]

Tip #1344: Video guide to 2020 Wave 1: Improved Event Management in Dynamics 365 Marketing

Empty event room with tables, screens, and projectors

In today’s tip, MVP Amey Holden reviews the revamped event management experience in Dynamics 365 management. From the official documentation: Use marketing forms in events: Event planners are able to use forms within the Marketing application to create forms for event registration, which enables event planners to build registration forms using a familiar drag-and-drop interface […]

Tip #1343: Video guide to 2020 Wave 1: Resource utilization analytics in Dynamics 365 Field Service

Person moving chess pieces on the board

Dynamics 365 2020 Wave 1 introduces new Power BI powered visualizations for analyzing your field service resource’s utilization. This dashboard does not require you to have a Power BI license. In today’s video tip, MVP’s Shawn Tabor and Scott Lefante show you the new resource utilization analytics dashboard.